Michael
Aldemeyer

Fidelity Personal And Workplace Advisors

CRD#6429053
Investment Advisor
in Boston, MA

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About this Advisor

Michael Aldemeyer is a certified financial planner in Boston, Massachusetts. Currently an advisor at Fidelity Personal And Workplace Advisors, they have gathered 10 years of work experience in the financial advisory industry. Aldemeyer holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Aldemeyer is registered to work with clients based out of New Jersey. Throughout their career, Aldemeyer has worked at Google Online Marketing Ohalle, Liquidity Services, Inc, Banana Republic, Vida Fitness, University Of Miami, Adrienne Arsht Center, Axa Advisors, LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and has 25 other offices in the nation. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets throughout 914,878 client accounts and employs more than 6,722 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

MA Average: $16,012,751,954
Total Number of Employees

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Aldemeyer Work History

Michael has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Axa Advisors, LLC

2012 - 2012 (< 1 year)

Google Online Marketing Ohalle

2012 - 2014 (2 years)

Liquidity Services, Inc

2012 - 2012 (< 1 year)

Banana Republic

2012 - 2013 (1 year)

Vida Fitness

2011 - 2011 (< 1 year)

Adrienne Arsht Center

2011 - 2012 (1 year)

University Of Miami

2010 - 2010 (< 1 year)

Banana Republic

2010 - 2011 (1 year)

University Of Miami

2009 - 2010 (1 year)

University Of Miami

Disclosures

Michael Aldemeyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Kara Hohnecker
Boston, MA
Tobe Mccann
Boston, MA
Eric Callahan
Boston, MA
Lauren Campbell
Houston, TX
Michael Verroi
Boston, MA
Austin Johnson
Boston, MA
James Gignac
Boston, MA
Gabrielle D'Angelo
Farmington, MI

This content was compiled from the SEC and FINRA.

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